NUSHARES ETF TR

Ticker: NUMV CUSIP: 67092P508 Class: NUVEEN ESG MIDVL

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 25,919 Value ($000) $1,013 Avg Close — Range —
Q3 2025
Shares 25,665 Value ($000) $993 Avg Close — Range —
Q2 2025
Shares 25,648 Value ($000) $925 Avg Close — Range —
Q1 2025
Shares 27,046 Value ($000) $925 Avg Close — Range —
Q4 2024
Shares 27,038 Value ($000) $941 Avg Close — Range —
Q3 2024
Shares 27,186 Value ($000) $1,002 Avg Close — Range —
Q2 2024
Shares 27,064 Value ($000) $894 Avg Close — Range —
Q1 2024
Shares 27,034 Value ($000) $925 Avg Close — Range —
Q4 2023
Shares 25,864 Value ($000) $816 Avg Close — Range —
Q3 2023
Shares 24,835 Value ($000) $706 Avg Close — Range —
Q2 2023
Shares 18,964 Value ($000) $562 Avg Close — Range —
Q1 2023
Shares 10,432 Value ($000) $299 Avg Close — Range —
Q4 2022
Shares 10,482 Value ($000) $312 Avg Close — Range —
Q3 2022
Shares 10,463 Value ($000) $297 Avg Close — Range —
Q2 2022
Shares 5,599 Value ($000) $171 Avg Close — Range —
Q1 2022
Shares 2,438 Value ($000) $88 Avg Close — Range —
Q4 2021
Shares 314 Value ($000) $12 Avg Close — Range —
Q3 2021
Shares 206 Value ($000) $7,476 Avg Close — Range —